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Configuring Sales Schedule Lines Data Storage

This task is a step in the Process of Configuring Siebel Enterprise Sales Analytics for Oracle 11i.

Sales schedule lines detail when each order's items are slated for shipment. Each sales order is broken into sales order lines, and each sales order line can have multiple schedule lines.

For example, you might not have enough stock to fulfill a particular sales order line, therefore you create two schedules to fulfill it. One schedule ships what you currently have in stock, and the other schedule includes enough time for you to manufacture and ship the remaining items of the sales order line. This information is stored in the IA_SALES_SCHLNS table. This topic describes how to modify the type of information stored in this table.

About Loading Bookings at the Schedule Line Level

As initially configured for Oracle 11i, bookings are recorded at the Sales Order Line level. For each booked order, there is at least one row in the Bookings table, as shown in Figure 56. By default, the EXT_BOOKING_FLAG is set to N in the Schedule Lines MPLT_SAI_SALES_SCHLNS Source Adapter mapplet.

Figure 56. Oracle 11i: Bookings at the Order Line Level

Bookings may be recorded at the Sales Schedule Line level instead of the Sales Order Line level. At the Sales Schedule Line level, bookings provide a more granular view, as the orders are segmented by schedule line. Bookings recorded at the Schedule Line level provide one row in the Bookings table for each schedule line, as shown in Figure 57. The Booking flag (EXT_BOOKING_FLAG) is set to Y in the Schedule Lines Source Adapter mapplet.

Figure 57. Oracle 11i: Bookings at the Schedule Line Level

About Booking Flags

There are booking flags in both the Sales Order Lines Source Adapter mapplet and in the Sales Schedule Lines Source Adapter mapplet. Table 40 lists how the analytic system reacts based on the booking flag settings. Usually, one of the flags is set to Y and the other to N, resulting in the booking logic preferred. However, if both mapplets' flags are set to Y, the system records bookings at the default Order Lines level. If both mapplets are set to N, no booking logic is enforced.

To configure bookings at the sales schedule lines level

1. In PowerCenter Designer, open the Configuration for Oracle Applications v11i folder.
2. Open the MPLT_SAI_SALES_SCHLNS mapplet.
3. Double-click the EXP_SALES_SCHLNS Expression transformation to open the Edit Transformation box.
4. In the Ports tab, edit the expression for EXT_BOOKING_FLAG to row bookings at the Schedule Line level.

   Modify the EXT_BOOKING_FLAG definition by inserting Y.

5. In addition, change the EXT_BOOKING_FLAG in the Sales Order Lines Source Adapter to N or the system records bookings at the Order Lines level by default.
6. Validate and save your changes to the repository.